filtering details per pipeline

Dana Capland
Dana Capland Posts: 3
edited July 25 in Ideas and Product Feedback #1

hello!

is there any way to have certain "details" show under certain pipelines? I have three pipelines and some fields aren't applicable to each pipeline. Is there a way to change this? It really overcrowds

 

Thanks!

0
0 votes

· Last Updated -

Comments

  • Hi @Dana Capland - This is a super common feature request. Unfortunately no, this isn't possible at the moment. The best way to 'hack' into this view is using the "Always visible in deal detail view" as well as "Important" options under your settings ....pipedrive.com/settings/fields.

    For any fields that you DO NOT want always visible, unselect "Always visible in deal detail view." Then the field will only be visible if the DETAILS are expanded on a particular deal OR if the field is completed. To "expose" fields that need to be completed at certain stages, make them important in that stage and then they'll show up at the top left of the deal view. It's not a perfect solution, but it often helps a lot. 

  • Dana Capland
    Dana Capland Posts: 3
    edited May 5 #3

    thank you for the reply, is there any update as to when this feature will be updated?

  • Andreia Costa
    Andreia Costa Moderator Posts: 19 PIPEDRIVE CUSTOMER SUPPORT
    10 Comments First Answer Name Dropper Photogenic
    edited May 5 #4

    thank you for the reply, is there any update as to when this feature will be updated?

    Hi @Dana Capland

    Thank you for the feedback! It is something requested often and the team is aware of these requests. Please continue to request feedback as the more we get, the higher the chances of it being developed. At the moment, we don't have an ETA on this, but we hope we can work on that. 

  • Georg Wässa
    Georg Wässa Posts: 25
    Second Anniversary 5 Up Votes
    edited May 5 #5

    Would be great!